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Get Institutions for : 
Saratoga Investment Corp (SAR)  
$23.74 0.20 (0.85%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 70    2
Total shares held : 
 2,527,557  
% of shares held : 
 22.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 166,054  
% of shares held change : 
   1.49%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.99  
Last Quarter's Ending Price : 
 $25.86  
Last Quarter's Average Price : 
 $24.98  
Change from last quarter's     
avg. price to the last closing  : 
1.24 (4.96%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 177,038
 7%
 
Increased Positions :
29
 433,103
 17.14%
 
Unchanged Positions :
17
 191,336
 7.57%
 
Decreased Positions :
17
-252,439
-9.99%
 
Closed Positions :
5
-191,648
-7.58%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FIXED INCOME SECURITIES INC 437 - 2024-03-31 126,165 $2,927,000 6,837
   Private Advisor Group LLC 645 - 2024-03-31 126,133 $2,926,000 15,782
   Hennion & Walsh Asset Management Inc. 179 - 2024-03-31 125,373 $2,909,000 2,154
   LEGAL & GENERAL GROUP PLC 1859 - 2024-03-31 100,844 $2,339,000 2,881
   WELLS FARGO & CO/MN 2467 - 2024-03-31 99,396 $2,306,000 8,998
   LPL FINANCIAL CORP 2571 - 2024-03-31 78,835 $1,829,000 4,400
   TMD Wealth Management LLC 24 - 2024-03-31 68,227 $1,583,000 9,447
   AMERIPRISE FINANCIAL INC 2964 - 2024-03-31 58,982 $1,369,000 11,519
   MORGAN STANLEY 4683 - 2024-03-31 55,976 $1,299,000 23,931
   Qube Research & Technologies Ltd 1906 - 2024-03-31 37,032 $859,000 3,091
   Alpine Partners VI LLC 86 - 2024-03-31 31,299 $726,000 31,299
   Virtus ETF Advisers LLC 147 - 2024-03-31 27,901 $647,000 11,524
   DAVIDSON D A & CO 891 - 2024-03-31 27,072 $628,000 2,881
   ROYAL BANK OF CANADA 3323 - 2024-03-31 26,326 $611,000 301
   JANNEY MONTGOMERY SCOTT LLC 1938 - 2024-03-31 22,843 $530,000 4,016
   COMMONWEALTH EQUITY SERVICES LLC. 2823 - 2024-03-31 20,547 $477,000 4,061
   H D Vest Advisory Services 1362 - 2024-03-31 11,393 $264,000 832
   Larson Financial Group LLC 369 - 2024-03-31 9,969 $231,000 305
   Register Financial Advisors LLC 214 - 2024-03-31 5,832 $135,000 17
   UBS Group AG 5202 - 2024-03-31 2,786 $65,000 1,431
   IFP Advisors Inc 1501 - 2023-12-31 2,000 $52,000 500
  21 Records found
  1    
  Page 1 of 1
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